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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,466 | $73,839-70.9% | $143,788-85.1% | $68,495-68.7% |
| Participation rate | 42.9% | 66.7%-23.8pp | 80.3%-37.5pp | 67.9%-25.0pp |
| Annual return | -9.83% | 1.01%-10.8pp | -0.03%-9.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $690 | $3,184-78.3% | $4,952-86.1% | $2,596-73.4% |
| Participant deferral / active EE | $667 | $3,384-80.3% | $5,638-88.2% | $4,028-83.4% |
| Admin fee / account holder | $58 | $5,755-99.0% | $14,675-99.6% | $5,403-98.9% |